Short DescriptionAi Bee is a Full-Time Life Planner for more than 5 years and currently pursuing her Certified Financial Planner Licensing (CFP).
She helps clients to design financial framework by understanding clients needs and requirements. Over the year, she has build her experience in dealing claims and servicing for individual and corporate members.
Long DescriptionWith almost 5 years in the industry, she has build her experience in dealing claims and servicing for individual and corporate members.
She is currently pursuing her CFP license to serve her clients even better.
She can handle difficult underwriting procedures and negotiate on behalf on clients. Besides, she will understand the clients need and work out a plan together with the client. As such, her core value is building the financial plan with the clients and monitor it together from time to time.
Being a technology savvy person, she is open to all kind of social media communication. All are welcomed, as she will be contactable.
"You don't buy life insurance because YOU are going to die, but because those you love are going to LIVE."